Tortoise Investment Management, LLC - FIRST TR S&P REIT INDEX FD ownership

FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 37 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q3 2014$11,000
-8.3%
5810.0%0.01%0.0%
Q2 2014$12,000
+9.1%
5810.0%0.01%0.0%
Q1 2014$11,000
-78.0%
581
-79.7%
0.01%
-64.3%
Q4 2013$50,000
+400.0%
2,866
+393.3%
0.01%
+133.3%
Q3 2013$10,000
-9.1%
5810.0%0.01%
-14.3%
Q2 2013$11,0000.0%5810.0%0.01%
-12.5%
Q1 2013$11,000
+10.0%
5810.0%0.01%0.0%
Q4 2012$10,0005810.01%
Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q3 2013
NameSharesValueWeighting ↓
Larson Financial Group LLC 41,067$860,0000.41%
Beacon Financial Advisory LLC 12,982$271,0000.30%
Chicago Partners Investment Group LLC 90,929$1,905,0000.24%
Harvest Investment Services, LLC 16,896$353,0000.21%
BENJAMIN F. EDWARDS & COMPANY, INC. 61,660$1,291,0000.09%
HAP Trading, LLC 32,730$685,0000.04%
OneDigital Investment Advisors LLC 20,077$420,0000.03%
LPL Financial LLC 425,422$8,904,0000.02%
Sigma Planning Corp 14,587$305,0000.01%
Simplicity Solutions, LLC 19,502$408,0000.01%
View complete list of FIRST TR S&P REIT INDEX FD shareholders